Connect With Our Financial Experts

Get personalized guidance for your asset allocation strategy from our specialized team of financial professionals

Our Expert Departments

Portfolio Strategy

Sarah Mitchell, Senior Portfolio Analyst

Specializes in diversified investment strategies and risk assessment
sarah.mitchell@trenvexaoffice.com
Direct: +61 2 4926 7234

Retirement Planning

Michael Chen, Retirement Specialist

Focuses on superannuation and long-term wealth building
michael.chen@trenvexaoffice.com
Direct: +61 2 4926 7235

Tax-Efficient Investing

Emma Rodriguez, Tax Strategy Advisor

Expert in Australian tax implications and investment structures
emma.rodriguez@trenvexaoffice.com
Direct: +61 2 4926 7236

First-Time Investors

James Wilson, Education Coordinator

Helps beginners understand investment fundamentals
james.wilson@trenvexaoffice.com
Direct: +61 2 4926 7237

Visit Our Newcastle Office

16 Steel Street
Newcastle West NSW 2302
Australia

Located in the heart of Newcastle's business district, our office is easily accessible by public transport. The building features modern meeting facilities and complimentary parking for client consultations.

Business Hours

Monday - Friday: 8:30 AM - 5:30 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed

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